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So far Marketing has created 29 blog entries.

Updated SECURE Act Q&A: What You Need to Know

The SECURE Act was enacted on December 20, 2019 and is now the law. While its primary goal was to encourage people to save more for retirement, it also attempts to cover the tax shortfall that will be caused by the Act’s taxpayer-friendly provisions, and that is where the problems arise. In order to help make these rules and their impact on your estate plan easier to understand, we are providing the following Q&A.

2020-01-29T12:20:32-05:00January 29th, 2020|Articles, News|

NEWS ALERT: The 2019 Secure Act Becomes Law and Estate Plans Likely Need to be Modified! Yes, This is a Very Big Deal!

Effective as of January 1, 2020, our tax laws have changed in some very significant ways, especially as to the rules applying to the distribution of assets remaining in Individual Retirement Accounts (“IRAs”) and Qualified Retirement Plans (“QPs”) after the death of the owner/participant/employee (“participant”). The one significant change to the Secure Act made after our July 2019 Newsletter will be discussed in this News Alert, which provides more favorable rules to benefit disabled and chronically ill beneficiaries.

2020-01-29T12:39:31-05:00January 29th, 2020|Articles, News, News Alert|

Richard M. Morgan, Esq. Named to The Best Lawyers in America® List for Seventh Consecutive Year

ALPHARETTA, GA – Aug. 15, 2019 — Morgan and DiSalvo, P.C. is pleased to announce that Richard M. Morgan has been included in the 2020 Edition of The Best Lawyers in America© for his expertise in Trusts and Estates. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence. This marks the seventh consecutive year that Richard has been named to this prestigious list.

2019-08-15T10:25:27-04:00August 15th, 2019|News, News Releases|

The Queen of Soul May Have Had a Will After All

By Allison L. Byrd, Morgan & DiSalvo, P.C. In early May 2019, three hand-written ("holographic") wills purportedly written by Aretha Franklin were found in the late vocalist's home. The wills were discovered by Sabrina Owens, the personal representative of Ms. Franklin's estate. Two of the wills (dated June 21, 2010 and October 20, 2010) were [...]

2019-06-03T08:46:10-04:00May 30th, 2019|Blog|

Why All College Students Need Two Legal Documents

Each year, more than 250,000 parents of young adults between 18 and 25 receive the dreaded call that their young adult has been injured and is in the hospital. Parents of college students who are miles or even a continent away can feel particularly helpless when they receive the call. However, having two important legal documents in place can make this worrisome situation a bit easier to handle.

2019-07-11T15:09:15-04:00May 23rd, 2019|Articles, News|

Ethical Wills Revisited 2019: Beyond dollars and cents, what you really want to communicate to your loved ones

Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are important estate planning documents, and you should work with an experienced and competent estate planning attorney to create them. However, there is another important estate planning document, which is not [...]

2019-04-23T13:36:42-04:00April 23rd, 2019|Articles, News|

Reconsidering Your End of Life: Quality vs. Quantity?

By Richard M. Morgan Over the years, ethics in medicine has become a more important topic. Medical science has found ways to enable people to live longer, but at what cost in quality of life, family time, and resources? One question that has been asked is, just because medical science can keep you alive for [...]

2019-03-21T06:37:49-04:00March 18th, 2019|Articles, News|